This set entered on 7-21-14
5.25.14.7 1. CONTINUED FROM LAST CARD SET. P. 396. What is on the LEFT HAND LIST?
It is populated with the GLOBAL FIELDS you created in earlier steps.
- What is on the RIGHT HAND LIST?
It shows the fields from the Invoice Finder__INVOICES T.O.
- Next you SELECT:
The two KEY fields and tell how to relate these Table Occurrences.
- From the LEFT HAND TABLE FIELD LIST, choose START DATE, and from the OPERATOR POP UP MENU (it is between the two FIELD LISTS), choose ≤. This means:
the ≤ symbol tells FM YOU WANT THE FIELD ON THE LEFT TO MATCH WHEN IT’S LESS THAN OR EQUAL TO THE FIELD YOU SELECT ON THE RIGHT SIDE.
- From the RIGHT HAND TABLE field list, choose:
DATE, and click ADD. This TELLS THE RELATIONSHIP what value to compare to the START DATE in the GLOBALS TABLE. In other words, you want the RELATIONSHIP to MATCH ONLY when the START DATE is BEFORE the INVOICE DATE.
- Later on, you’ll create a PORTAL that uses this relationship to:
display ONLY CERTAIN RECORDS. The CRITERIA you choose tells the PORTAL to SHOW ONLY INVOICE RECORDS that are DATED ON OR AFTER the DATE ENTERED in the GLOBAL START DATE field.
- Repeat the LAST TWO STEP, but this time, from the LEFT HAND TABLE LIST, choose:
the END DATE FIELD. From the RIGHT HAND TABLE field list, choose ≥, and click ADD.
- When you click ADD, FM adds the SECOND CRITERIA to the list. This part tells the PORTAL:
to DISPLAY RECORDS that are ON OR BEFORE the DATE in the GLOBAL END DATE field.
- The RELATIONSHIPS between the START DATE and the END DATE fields together determine:
the RANGE OF RECORDS THE PORTAL DISPLAYS.
- CONTINUED ON NEXT CARD SET.
CONTINUED ON NEXT CARD SET
